diff --git a/accounting/bank/feeds/synchronize.rst b/accounting/bank/feeds/synchronize.rst index 6658bdf88..6170afe72 100644 --- a/accounting/bank/feeds/synchronize.rst +++ b/accounting/bank/feeds/synchronize.rst @@ -68,3 +68,45 @@ and fill in your bank credentials. Once you filled in your credentials, your bank feeds will be synchronized every 4 hours. + +FAQ +=== + +The synchronization is not working in real time, is it normal? +-------------------------------------------------------------- + +Yodlee tries to get the data from a bank account once a day. However, this doesn't +always happen at the same time. And sometimes the process can fail. In that case, +Yodlee retries one hour or two later. This is why in Odoo there is a cron that is +running every 4 hours to fetch the information from Yodlee. + +You can however force this synchronization by clicking on the button "Synchronize now" +from the accounting dashboard. + +Moreover, a transaction can be visible in your bank account but not being fetched +by Yodlee. Indeed, the transaction in your bank account can have the status "pending" +and not the status "posted". In that case, Yodlee won't import it, you will have to +wait that the status changes. + +What is important to remember is that Yodlee is not a service fetching transactions +in real time. This is a service to facilitate the import of the bank statement in the database. + +Is the Yodlee feature included in my contract? +---------------------------------------------- + +- Enterprise Version: Yes, if you have a valid enterprise contract linked to your database. +- Community Version: No, this feature is not included in the Community Version. +- Online Version: Yes, even if you benefit from the One App Free contract. + +Some banks have a status "Beta", what does it mean? +--------------------------------------------------- + +This means that Yodlee is only currently working on developing the synchronization +with this bank. The synchronization could already work or it may need a bit more time +to have a 100% working synchronization. Unfortunately, there is not much to do about +except being patient. + +All my past transactions are not in Odoo, why? +---------------------------------------------- + +Yodlee only allows to fetch up transactions to 3 months in the past.